Business process setup guide (BPMS)
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How to run a business process

This chapter covers different ways of running a business process in the system. A business process in bpm'online can be started through the following:

  • Command line

  • Side panel

  • Any section that has processes associated with it

  • Any edit page that has process associated with it

  • [Process library] section

Business processes can also be run automatically, triggered by a system-wide event.

Attention

You can manually run only active published processes with the “Business Process” tag. Processes of other types cannot be run manually. When you try to run an unpublished or inactive process an error message is displayed.

This chapter covers different ways of running a business process in the system.

Contents

How to run a process from the command line

How to run a process from the side panel

How to run a process from a section or record page

How to run the Process Designer from the [Process library] section

How to run a process automatically

How to run a process from the command line

To run a process using the command line:

1.Enter “Run process“ followed by the name of a process in the command line (Fig. 1).

Fig. 1 Running a process from the command line

scr_chapter_processes_execution_start_command_line.png 

2.Click the btn_param_window_change.png button.

Note

You can find more details about the command-line functionality in the documentation for your bpm'online application.

How to run a process from the side panel

To run a process using the side panel:

1.Click the btn_com_sidebar_start_process.png button on the side panel.

2.Select a process to run (Fig. 2).

Fig. 2 Running a process from the side panel

scr_chapter_process_execution_start_process_sidebar.png 

Note

The list of processes that can be run using the btn_com_sidebar_start_process00001.png button can be configured using the process properties page of the [Process library] section.

To run a process that is unavailable in the list of the btn_com_sidebar_start_process00002.png button:

1.Select the [Another process] command (Fig. 3).

Fig. 3 Running a process that is not available in the process button of the side panel

scr_chapter_process_execution_start_other_process.png 

2.Select a process in the opened window and click the [Run] button.

Note

The same window opens when you click the btn_com_main_menu.png button in the side panel and select the [Run process] option.

How to run a process from a section or record page

If a bpm'online section has a list of processes that can be run from it, then the [Run process] button will be displayed in the toolbar of that section.

To run a process from a section:

1.Click the [New process] button.

2.Select a process to run (Fig. 4).

Fig. 4 Running a process from the section

scr_chapter_processes_execution_start_section.png 

The same process list is displayed on the record page when you click the [Process] button in toolbar (Fig. 5).

Fig. 5 Running a process on the record page

scr_chapter_processes_execution_start_page.png 

How to run the Process Designer from the [Process library] section

To run the Process Designer from the [Process library] section:

1.Click the btn_system_designer.png to open the System Designer.

2.Click [Process library].

3.Select a business process and click [Run] (Fig. 6).

Fig. 6 Running a process from the [Process library] section

scr_chapter_processes_execution_start_process_library.png 

Note

The [Run process] button is displayed for active processes only

How to run a process automatically

Processes can be run automatically when certain events occur. These events include adding, modifying and deleting records. Such processes are run automatically when triggered by specified events.

You can configure a process to run automatically upon an event using the Process Designer.

See also

How process actions are performed

How to resume a process

How to complete or cancel a process instance

How to disable a business process

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